+390.5%
ONTO vs NWSA
+104.1%
+286.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.3% | +11.4% | +11.3% |
| 7D | -14.0% | -9.4% | -4.7% | -8.9% |
| 30D | -43.1% | -7.8% | -35.3% | -40.6% |
| 3M | -35.5% | -10.8% | -24.8% | -32.3% |
| 6M | -41.1% | +1.1% | -42.1% | -44.9% |
| YTD | +9.8% | +1.8% | +8.0% | +0.5% |
| 1Y | +31.5% | +6.0% | +25.5% | +16.7% |
| 3Y | +45.2% | +24.6% | +20.6% | +16.6% |
| 5Y | +86.7% | +13.1% | +73.6% | +56.4% |
| All | +390.5% | +104.1% | +286.4% | +173.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NWSA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling